Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Advanced Micro Devices (NASDAQ:AMD), VISA (NYSE:V).
Industry description
The investment seeks long-term growth of capital.
The fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in large capitalization companies, which are companies having a market capitalization in excess of $4 billion at the time of purchase. The Subadvisor invests substantially all of the fund's investable assets in domestic securities. However, the fund is permitted to invest up to 20% of its net assets in foreign securities. An issuer of a security is considered to be a U.S. or foreign issuer based on the issuer’s “country of risk” (or similar designation) as determined by a third-party such as Bloomberg.
Market Cap
The average market capitalization across the NYLIM Winslow Large Cap Growth Class C MF is 2.35T. The market cap for tickers in the group ranges from 696.98B to 5.27T. NVDA holds the highest valuation in this group at 5.27T. The lowest valued company is V at 696.98B.
Volume
The average weekly volume growth across all stocks in the NYLIM Winslow Large Cap Growth Class C MF was -18%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -59%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 60
P/E Growth Rating: 66
Price Growth Rating: 41
SMR Rating: 30
Profit Risk Rating: 36
Seasonality Score: -30 (-100 ... +100)